Payment-Gated Scheduling with Calendar Integration

I would love to see a feature that allows design firms to require payment before a client can schedule a consultation or design session, all within DesignFiles.

A typical workflow for our firm is: inquiry → questionnaire → consultation payment → scheduling. Currently, we must send an invoice for the session, wait for payment, confirm the payment manually, and then send a separate scheduling link. This adds extra administrative steps and makes it possible for a meeting to be scheduled before payment is confirmed.

Ideally, once a consultation invoice is paid, the client would automatically receive access to a scheduling link. This link could connect to an external calendar system such as Outlook / Microsoft Bookings, Google Calendar, or Calendly, allowing the client to select an available meeting time only after payment has been completed.

This would allow firms to manage client onboarding, payment, and scheduling in one streamlined workflow within DesignFiles, while still using the calendar platform they already rely on.

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Upvoters
Status

In Review

Board

💡 Feature Requests

Date

7 days ago

Author

Deanna Cash

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